BizCoRaBizCoRaDocumentation center
/
Back to site FRENDE

Process a sale

AdminCashier

Build the cart, choose the customer, take the payment and deliver the invoice.

Overview

The sale screen is the heart of the cashier work: it records sold items, takes the payment and delivers an invoice to the customer.

Each sale updates stock automatically and feeds the history, reports and accounting.

Access

The cashier lands directly on the sale screen after signing in. The administrator opens it via the "Sales" card of the dashboard.

Interface description

  • Products / scan area: Lets you add items to the cart: automatic scanner-gun, scan button (camera), or search/selection.
  • Categories (filter + search): List of categories to filter the displayed products. A search bar at the top quickly finds a category by name (useful when there are many); tap "All categories" to remove the filter.
  • Cart: List of items with quantity and price. You can adjust quantities or remove an item.
  • Customer (optional): Lets you attach the sale to a customer (useful for the e-mailed invoice and loyalty).
  • Loyalty points: If loyalty is enabled and a customer is selected, you can use their points as a discount.
  • Totals (subtotal excl. tax, tax, total incl. tax): Summarize the amount due; updated automatically.
  • "Proceed to payment" and "Save as quote" buttons: Proceed to payment opens the payment; Save as quote sets the cart aside without taking payment or touching stock.
  • Clear cart: Removes all items to start over.

Step-by-step procedure

  1. Add the items: scan them (the scanner gun works without a button) or search for them. -> Each item appears in the cart with its price. (Check: Check the quantities and the total incl. tax.)
  2. If needed, select a customer and, where applicable, apply loyalty points or a note. -> The customer and any discount are reflected in the totals.
  3. Tap "Proceed to payment". -> The payment window opens with the total due.
  4. Choose the payment method (cash, card, transfer) and, for cash, enter the amount received. -> The change to give is computed automatically for cash. (Check: Check the change to give before confirming.)
  5. Tap "Confirm payment". -> The sale is recorded, stock is updated and the invoice is generated.
  6. Deliver the invoice: preview/print, or send by e-mail if the customer has one. -> The cart is empty and the till is ready for the next sale.

Examples

[Simple] Cash sale: You scan 3 items (total 12.50), the customer pays 20 in cash: the window shows 7.50 to give back. You confirm and print the receipt.

[Intermediate] Sale to a customer with e-mailed invoice: You select the customer, pay by card, then send the invoice by e-mail directly from the confirmation window.

[Advanced] Sale with loyalty points: The customer has points: you use some as a discount (within the total), the rest is paid by card.

Edge cases

If you close the payment window without confirming, the cart is kept: you can resume.

The loyalty-points discount cannot exceed the sale total.

Error messages

The cart is empty: (
Cause) You tapped Proceed to payment with no item. (Solution) Add at least one item before taking payment.
Insufficient payment amount: (
Cause) The amount received (cash) is lower than the total due. (Solution) Enter an amount received at least equal to the total.

Tips

  • Scan rather than searching by hand: it is faster and avoids price mistakes.
  • Select the customer BEFORE taking payment if you want to e-mail the invoice or credit their loyalty.